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| Abich Financial Wealth Management LLC
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|---|---|
| CRD # | 310633 |
| SEC # | 801-128570 |
| CIK # | 0002011645 |
| AUM | 394.7 M (2026-03-30) |
| Employees | 28 (18% Investors, 0% Brokers) |
| Phone | 571-577-9968 |
| Address | 20135 Lakeview Center Plaza Ashburn, VA 20147 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Apple Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 190.9 |
| (b) Individuals (high net worth individuals) | 117 | 200.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 3.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,354 | 394.7 |
| By Discretionary | ||
| Discretionary | 1,354 | 394.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,354 | 394.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.7 | |
| Total | 1,354 | 394.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011645] | |
| 13F-NT | [0002011645] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Raleigh Capital Management Inc
✚
|
NC | 397.8 M |
|
Webb Advisors Incorporated
✚
|
MN | 397.2 M |
|
Beacon Financial Planning Inc
✚
|
MA | 397.1 M |
|
Howard Wealth Management LLC
✚
|
397.0 M | |
|
Fortune Wealth Management LLC
✚
|
TX | 396.3 M |
|
West Ridge Advisors LLC
✚
|
NV | 396.0 M |
|
ECIO Inc
✚
|
WI | 395.6 M |
|
MOR Wealth Management LLC
✚
|
PA | 395.6 M |
|
Clarion Wealth Management Partners LLC
✚
|
VA | 394.8 M |
|
Familywealth Advisers LLC
✚
|
FL | 394.6 M |